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Apr 05

#48: Bill Loehning | Lessons Learned From Wirehouses

In this episode we are joined by Bill Loehning of Thornburg Investment Management who shares his experiences working with both wirehouses and independent advisors and things he has learned that may be helpful to registered investment advisors. William (Bill) Loehning is head of institutional advisor channel, focusing on registered investment... read more →
Apr 01

#47: Jeff Levine | CPAs and Financial Planning

For nearly 40 years, Jeff Levine has been more than an accountant to his clients.  Jeff and his partner built a robust firm that provides much more than just tax return preparation.  In this episode, you will learn how Jeff became a 'financial therapist" and how this unique approach of... read more →
Mar 31
Mar 29

Buy backs to the resue

2022 is certainly off to an inauspicious start.  Spring hasn’t even fully sprung yet investors’ nerves are already frayed thanks to a hawkish Fed pivot, the highest inflation in decades, and even war.  Equity volatility has surged and talk of recession has started to permeate financial media thanks to a... read more →
Mar 16

Are millennials a worthy prospect?

There are many ways to divide different demographics to compare and contrast. One way that has been in vogue in many cultural/social conversations is to look at the financial positions of different generations over time. People try to use this data to align their perceptions of these demographic groups with... read more →
Mar 08

#46: Chris Winn | The Current Compliance Landscape

Chris Winn is founder of AdvisorAssist and has over 23 years of investment management industry experience with a focus on regulatory compliance, business transitions and operations and technology matters. Prior to founding AdvisorAssist in 2006, Chris was a co-founder and managing principal of MainStay Consulting Group, a strategy and compliance... read more →
Feb 25

Could Russia derail the earnings bull market?

While global financial markets are reeling from the latest geopolitical events in Eastern Europe, earnings season for Q4 2021 is quietly drawing to a close, with over 90% of companies in the S&P 500 having already reported. The preliminary results, which at this point are unlikely to change much, show... read more →
Feb 23
Feb 16

A critical investment portfolio foundation

Sound asset allocation is the critical foundation for every successful investment portfolio. We at CWM have always preached the need to be diversified, to own quality, and to have patience when markets are volatile and fear is outpacing greed. Some days that is easier said than done, but we strongly believe... read more →
Feb 14